How We Help

At Rummel Wealth Management, our mission is to help clients coordinate and consolidate their finances so they can spend more time doing what they love. We understand that each client’s needs and goals are unique and, as a result, we are committed to creating a values-based, comprehensive financial plan.

Whether a client is concerned with not having enough money to last through retirement or has questions about tax efficient legacy planning, we can help objectively answer questions they may have, such as:

• When can I retire?
  
  
• What’s the risk in my investment portfolio?
  
  
• What are the elements of a sound estate strategy?
  
  
• Do I have enough life insurance for my family?
  
  
• Should I consider long-term care insurance?
  
  
• How do I create a steady stream of income that lasts through retirement?
  
  
• How do I get the most out of my 401(k) and/or IRAs?

Our goal is to help clients actualize their financial road map and enhance their quality of life. With an experienced team of subject matter professionals, we work to help clients make smart choices about their money and live their life journeys purposefully.